Kitces & Carl Ep 169: IS There A Future Of Financial Planning In The AI Era?
Intense Life Desires From the advent of personal computers and the Internet to smartphones and sophisticated financial software,...
Financial
LIBF revamps Advanced Diploma in Financial Advice
The LIBF has been offering the Advanced DipFA qualification since 2012 The LIBF professional body...
Why Is Personal Financial Advice So Mean?
I used to come home from middle school and turn on The Maury Povich Show...
Americans fear Medicare’s future. How should financial plans adapt?
Americans are increasingly pessimistic about the future of Medicare, but few are prepared to take...
7 Financial Lessons That Transformed My Finances
If you’ve ever said to yourself, “I wish I had started sooner,” or “It’s too...
AARP launches Dementia Hub to help financial advisors
Financial advisors and wealth management firms have new resources from AARP designed to help them...
FCA fines Barclays £42m for financial crime risk failures
FCA Therese Chambers, joint executive director of enforcement and market oversight The Financial Conduct Authority...
24 claims filed against failed Sussex Financial Planner
FSCS website The Financial Services Compensation Scheme has declared Sussex-based wealth manager and Financial Planner...
She WAMed Her Way to the Grammys: A Swiftie’s Financial Fairytale With YNAB
Let’s set the scene: You’re a die-hard Taylor Swift fan, singing along to “22” while...
Weekend Reading For Financial Planners (July 19–20)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...